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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $31,833 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,554 |
THE RETIREMENT ADVANTAGE INC7+ years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $11,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,178 | $91,695-57.3% | $67,575-42.0% | $77,736-49.6% |
| Participation rate | 51.9% | 76.0%-24.1pp | 72.9%-21.0pp | 70.6%-18.7pp |
| Annual return | 18.71% | 14.88%+3.8pp | 3528.98%-3510.3pp | 31.26%-12.6pp |
| Employer contribution / active EE | $1,151 | $3,189-63.9% | $2,736-57.9% | $2,728-57.8% |
| Participant deferral / active EE | $2,268 | $3,912-42.0% | $4,003-43.3% | $4,651-51.2% |
| Admin fee / account holder | $357 | $245+45.9% | $3,993-91.1% | $433-17.6% |